Financial ADVSR advisor directory · SEC adviser records
Keystone Private Wealth financial advisors in Palm Desert, CA
Every SEC-registered investment adviser representative at a Keystone Private Wealth office in Palm Desert, A to Z.
The short answer
12 registered advisors work at Keystone Private Wealth in Palm Desert, out of 13 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Keystone Private Wealth advisors in Palm Desert, A to Z
Every Keystone Private Wealth advisor →- Lisa D. BeatyAlso a broker rep
- Salvatore BommaritoInvestment adviser rep
- Kelli K. CoxInvestment adviser rep
- Shattuck F. LammAlso a broker rep
- Timothy T. LuttmersAlso a broker rep
- Michael R. MortensonCertified Financial Planner
- John C. PolovickAlso a broker rep
- Christopher R. RickCertified Financial Planner · Also a broker rep
- Brandon RosiInvestment adviser rep
- Luke M. ThatcherInvestment adviser rep
- Mark W. ThatcherAlso a broker rep
- Robert M. ValenzuelaAlso a broker rep
Keystone Private Wealth advisors in every city and state →Keystone Private Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Keystone Private Wealth advisors in other cities
Other firms in Palm Desert
All Palm Desert advisors →Morgan Stanley 23Wells Fargo Clearing Services, LLC 18Raymond James & Associates, Inc. 12Cypress Wealth Services, LLC 9The Wealth Consulting Group 8Hoainvest LLC 6J.P. Morgan Securities LLC 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 5RBC Capital Markets, LLC 5D.A. Davidson & Co. 4Fortem Financial Group, LLC 4LPL Financial LLC 4
Questions
How many financial advisors does Keystone Private Wealth have in Palm Desert?
12 investment adviser representatives are registered at Keystone Private Wealth offices in Palm Desert, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Keystone Private Wealth one of the largest advisor employers in Palm Desert?
Keystone Private Wealth ranks number 3 in Palm Desert by registered advisors; Morgan Stanley has the most, with 23.
How do I check a Keystone Private Wealth advisor in Palm Desert?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Keystone Private Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.